Glenview Says Stock Valuations Went From Great To Good – ValueWalk Premium

Glenview Says Stock Valuations Went From Great To Good

After being the target of protesters upset with his hedge fund’s exposure to certain health care stocks, Larry Robbins might be having the last laugh as Glenview Capital Management’s Opportunity Fund delivered 7.2 percent return for U.S. investors in the first quarter, significantly outperforming the S&P 500.

 
Glenview's long exposure is standout, particularly in healthcare, as volatility drops
Glenview’s long positions in the portfolio were the standout, up 10.18 percent on a gross basis, according . . .

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